Asian Insight Provider - Actionable ideas, CrossASEAN Research

Henry Soediarko

A Long & Short Investment Ideas generator for Asian Equities with 10 years experience in a Hedge fund focused on bottom-up ideas, searching out mispriced ideas and misunderstood investment thesis. Provides on-the-ground insights in various Asian markets with a sway towards ASEAN. Experienced and survived the Asian Financial Crisis in a family business, as well as the Global Financial Crisis in financial markets where lessons learned. It's all about understanding business drivers and navigating business cycles, which has high applicability in generating investment ideas. 

Investment horizon: Mid to Long term

Asian Insight Provider - Actionable ideas

Samsung SDI (006400 KS) 2Q26 Preview: Likely to Post First Operating Profit in Seven Quarters

Samsung SDI (006400): Turnaround and AMPC

CrossASEAN Research

At CrossASEAN Research we strive to produce unbiased and differentiated on the ground insights on companies across South East Asia. Our Research is produced for the most part after face to face meetings and conversations with company management to dig deep into the long term vision and strategy of the companies we cover. We seek to deliver investable and actionable themes on sectors and markets across SE Asia, often in collaboration with other Insight Providers across the region, pooling the vast experience of the analysts within the Smartkarma Ecosystem. We also offer bespoke work and tailor made trips for our clients. 

Insights across South East Asia

Equity Bottom-Up

<ul>
<li>Rather than going back to profit on Q2 this year, we think it is more likely that <a href="https://www.smartkarma.com/entities/samsung-sdi-co-ltd" target="_blank" data-smartkarma-citation="entities:503:1" rel="noopener">Samsung SDI (006400 KS)</a> will be profitable in Q3 this year. </li>
<li>It will involve around a 70% utilization rate in the EV battery plant, maximizing US AMPC, and a higher contribution from higher-margin batteries for data centers. </li>
<li>The current share price weakness is a buying opportunity but investors do not need to rush, build your positions slowly and carefully. </li>
</ul>


Rather than going back to profit on Q2 this year, we think it is more likely that Samsung SDI (006400 KS) will be profitable in Q3 this year. 
It will involve around a 70% utilization rate in the EV battery plant, maximizing US AMPC, and a higher contribution from higher-margin batteries for data centers. 
The current share price weakness is a buying opportunity but investors do not need to rush, build your positions slowly and carefully. 


Samsung SDI

Samsung SDI (006400): Q3 Rather than Q2